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Personal CFO Solutions’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Personal CFO Solutions’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,879
Closed -$271K – 509
2024
Q3 		$271K Sell
4,879
-1
-0% -$53 0.04% 455
2024
Q2 		$256K Buy
4,880
+100
+2% +$5.73K 0.04% 433
2024
Q1 		$297K Buy
+4,780
New +$229K 0.05% 402

Other funds holding FBTC

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Personal CFO Solutions's FBTC Position: Q4 2024 in Review

Personal CFO Solutions sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q4 2024, closing a stake of 4,879 shares — an estimated $271K sold.

Personal CFO Solutions first reported a position in FBTC in Q1 2024 and held it in 3 quarters. The position peaked at $297K in Q1 2024. 529 funds tracked by Wall St. Rank hold FBTC as of Q4 2024.

  • Personal CFO Solutions reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 4,879 Fidelity Wise Origin Bitcoin Fund shares in Q4 2024, an estimated $271K.
  • Personal CFO Solutions first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and held it in 3 quarters.
  • Personal CFO Solutions's Fidelity Wise Origin Bitcoin Fund position peaked at $297K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.